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Lf Directed Individual Retirement Account (SDIRA). The 2002 Final Regulations simplify this calculation and generally eliminate the need for the previously required recalculation/nonrecalculation election. This form must be completed in its entirety. Incomplete forms will be returned to you for completion. WE URGE YOU TO SEEK PROFESSIONAL TAX ADVICE. DISTRIBUTION INFORMATION Social Security or Tax ID Number Name (Please Print) Scottrade Account Number Account Balance as of 12/31 of the Previo.

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